Lavelle Capital LP Acquires New Stake in HubSpot, Inc. $HUBS

Lavelle Capital LP bought a new position in HubSpot, Inc. (NYSE:HUBS) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 6,388 shares of the software maker’s stock, valued at approximately $1,559,000. HubSpot accounts for 1.0% of Lavelle Capital LP’s investment portfolio, making the stock its 21st largest holding.

Other large investors have also recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. acquired a new stake in shares of HubSpot in the 3rd quarter valued at about $25,000. Rakuten Securities Inc. boosted its position in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after buying an additional 47 shares during the period. Cary Street Partners Investment Advisory LLC bought a new position in shares of HubSpot during the fourth quarter worth about $33,000. Osterweis Capital Management Inc. bought a new position in shares of HubSpot during the second quarter worth about $34,000. Finally, Larson Financial Group LLC raised its position in HubSpot by 378.9% in the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after buying an additional 72 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Insider Activity

In other HubSpot news, CEO Yamini Rangan acquired 2,750 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the purchase, the chief executive officer directly owned 102,982 shares of the company’s stock, valued at approximately $19,550,102.88. This represents a 2.74% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lorrie M. Norrington acquired 1,313 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was acquired at an average cost of $190.42 per share, with a total value of $250,021.46. Following the completion of the transaction, the director owned 2,838 shares of the company’s stock, valued at approximately $540,411.96. The trade was a 86.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have acquired 14,063 shares of company stock valued at $2,585,781 and have sold 26,415 shares valued at $5,533,379. 3.70% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

HUBS has been the subject of a number of recent research reports. Evercore set a $225.00 price target on HubSpot in a research report on Friday, May 8th. Weiss Ratings reissued a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. KeyCorp reduced their target price on shares of HubSpot from $340.00 to $290.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Royal Bank Of Canada lowered their price target on shares of HubSpot from $400.00 to $350.00 and set an “outperform” rating on the stock in a research note on Friday, May 8th. Finally, Zacks Research raised shares of HubSpot from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $307.86.

HubSpot Price Performance

Shares of HUBS stock opened at $237.44 on Friday. The stock has a market cap of $12.16 billion, a P/E ratio of 124.31, a P/E/G ratio of 2.59 and a beta of 1.22. The company has a fifty day moving average price of $204.10 and a two-hundred day moving average price of $233.35. HubSpot, Inc. has a one year low of $169.63 and a one year high of $541.53.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The company’s quarterly revenue was up 23.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, equities research analysts anticipate that HubSpot, Inc. will post 4.39 EPS for the current fiscal year.

HubSpot Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.